Skip to main content

Posts

Showing posts with the label KKOSLawyers

The Solo 401k Deadline Has Arrived - Don't Miss Out!

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Shop my products - Blog & Articles - ---- Connect with Mat online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) L

Is it possible to establish a tax-free retirement account for my children?

Get certified In EVERY strategy I teach! Learn how by booking a FREE 15 minute demo: The Crypto IRA Page at Directed IRA: For more info on our Directed IRA company, visit: To open up a self directed account visit: Is it even possible to set up a Roth IRA for your children? Yes, it most definitely is and in this video, I break down what you need to do in order to make it happen. Tax Professionals You NEED This: Save THOUSANDS With My Ultimate Tax Strategy Guide: To Get Started With Any One of My Teams: Check out my Law Firm KKOS Lawyers at If you need Tax help you can trust, check out my Certified Tax Advisor Network: I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! #Taxes #avoidtaxes #paylesstaxes #tax #realestateinvestment #Markjkohler #KKOSLawyers #markj

"Discovering the Ideal 401K Sweet Spots: Insights by Mark J Kohler"

Everything that you need right here for you! The Crypto IRA Page at Directed IRA: To learn more and download my FREE E-Book "The 10 Best Tax-Saving Secrets Everyone Should Know", or make an appointment for a FREE interview with an attorney or CPA visit: The sweet spot for your 401k may not be 55k! It's important to look at your overall compensation, your SE tax and if you are going to fund your spouse's or children's 401ks. It's not always the best to go all the way! Maybe there's a better place to be in your financial plan. Make sure to watch all the way to the end to know your options! Also, make sure to subscribe and hit that bell icon so you get a notification every time I post a video! I promise you won't be disappointed with my advice! Don't forget to like, comment, and share! If you have a question or want me to make a video on a specific subject, send me a message, leave it in the comments, or send me an email! Check

SOLO 401K VS. SEP IRA

In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Link too Article on Solo 401Ks: ---- SEP IRA can now be ROTH: ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - --- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to retirement savings, there are many options available to business owners. Two of the most popular options are the Solo 401K and the SEP IRA. Both

#2 Investment Options with a Self-Directed IRA and 401k | Directed IRA Podcast |

Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a retirement account . These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small businesses, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers has worked with over 10,000 self-directed IRA clients and has two decades of experience. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and hel

Getting Money In and Out of Your IRA Without Screwing It Up

There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes retirement account owners make and explain how to avoid these common pitfalls. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit The Directed IRA Webinar series is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing liv

EP 42: Open Forum Show - Self-Directed Retirement Plan Questions

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self-Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit The Directed IRA Webinar series is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is

Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you. ----- The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Learn more about Crypto IRA's: Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for

How to Put Real Estate in Your ROTH IRA with Mark J. Kohler | 2019

To sign up for my free Newsletter visit www.markjkohler.com/youtube Welcome to the Live Stream with Mark J. Kohler discussing putting your real-estate in your ROTH IRA! This topic is loaded with important information so make sure to take notes! Also, make sure to subscribe and hit that bell icon so you get a notification every time I post a video, go live, or post an awesome tax or legal tip! Check out my Law Firm KKOS Lawyers at Visit my Accounting Firm K&E CPAs at: Check out my personal website with all my products at: www.Markjkohler.com... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/how-to-put-real-estate-in-your-roth-ira-with-mark-j-kohler-2019/?feed_id=39887&_unique_id=63742632a81cb #Inflation #Retirement #GoldIRA #Wealth #Investing #assetprotection #attorney #cpa #entrep